EKWCX | SGGDX | EKWCX / SGGDX | |
Total Expense Ratio | 1.84 | 1.16 | 159% |
Annual Report Gross Expense Ratio | 1.92 | 1.16 | 166% |
Fund Existence | 28 years | 32 years | - |
Gain YTD | 98.507 | 76.482 | 129% |
Front Load | N/A | 5% | - |
Min. Initial Investment | 1000 | 2500 | 40% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 904M | 4.42B | 20% |
Annual Yield % from dividends | 0.05 | 3.12 | 2% |
Returns for 1 year | 92.70 | 67.41 | 138% |
Returns for 3 years | 210.61 | 151.49 | 139% |
Returns for 5 years | 84.66 | 73.22 | 116% |
Returns for 10 years | 375.41 | 318.14 | 118% |
1 Day | |||
---|---|---|---|
MFs / NAME | Price $ | Chg $ | Chg % |
CCTRX | 13.65 | 0.07 | +0.52% |
Columbia Sm Cp Val and Inflection R | |||
CGVIX | 15.18 | 0.07 | +0.46% |
Causeway Global Value Inst | |||
QKACX | 51.35 | -0.01 | -0.02% |
Federated Hermes MDT All Cap Core R6 | |||
PRFDX | 37.46 | -0.19 | -0.50% |
T. Rowe Price Equity Income | |||
MLPMX | 4.78 | -0.06 | -1.24% |
Invesco SteelPath MLP Alpha Plus C |